CWM

Catamount Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.6M
AUM Growth
+$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.76M
3
+$1.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$958K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$3.33M
2
+$2.62M
3
+$2.3M
4
PANW icon
Palo Alto Networks
PANW
+$2.12M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.03M

Sector Composition

1 Communication Services 42.52%
2 Financials 24.21%
3 Healthcare 9.09%
4 Materials 2.12%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40K 0.05%
334
52
$39K 0.05%
1,000
53
$39K 0.05%
400
54
$37K 0.04%
+400
55
$32K 0.04%
395
56
$30K 0.03%
501
57
$30K 0.03%
1,000
58
$29K 0.03%
291
59
$29K 0.03%
8,000
60
$27K 0.03%
490
61
$26K 0.03%
+114
62
$26K 0.03%
428
63
$25K 0.03%
832
64
$24K 0.03%
20,000
65
$24K 0.03%
187
66
$24K 0.03%
151
67
$23K 0.03%
500
68
$23K 0.03%
595
69
$23K 0.03%
278
70
$23K 0.03%
+100
71
$21K 0.02%
200
72
$21K 0.02%
370
73
$21K 0.02%
400
74
$20K 0.02%
600
+550
75
$20K 0.02%
+300
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3
4 5